7/29/2019 1813 Lessons Learned in Leveraging SAP BI
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Orange County Convention CenterOrlando, Florida | May 15-18, 2011
Lessons learned: Leveraging SAP BI to meet needs of both Finance and HR users groups
Rakesh TripathiThe Capital Group Companies
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Agenda
Learning Points The Capital Group Companies, Inc. (CG) Reporting Requirements of HR and Finance users BW Solution Approach and Challenges
Best Practice
Feedback and Contact
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Learning Points
Different business groups have different perspective whileleveraging same data. Flexibility of SAP BW in meeting different set ofrequirements of same data. Importance of data governance. Challenges in meeting analytical requirements withsensitive data.
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Agenda
Learning Points The Capital Group Companies, Inc. (CG) Reporting Requirements of HR and Finance users BW Solution Approach and Challenges
Best Practice
Feedback and Contact
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The Capital Group Companies, Inc. (CG)
Who We Are
Founded nearly 80 years ago
Privately held Home of American FundsOur customers Individual mutual fund shareholders Companies that offer 401(k) retirement plans Institutional clients High-net-worth individuals
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The Capital Group Companies, Inc. (CG) Contd..
SAP History at CG
1998 2003 SAP ECC implementation
Finance modules (GL, CO, FI, Fixed Assets)
2004 2007 SAP BW Implementation
Finance modules (including custom) and HCM (PA) data
2006 2007 SAP ECC extended to CG Central Services
Learning Management System (LMS)Portal and Human Capital Management (HCM)
2010 SAP BW ImplementationEnterprise Compensation Management (ECM)
Salary, Bonus, Appraisal, Compensation PlanningPersonnel Administration (PA) extended to HR users
Actions, Headcount, Personal Data
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Agenda
Learning Points The Capital Group Companies, Inc. (CG)
Reporting Requirements of HR and Finance users
BW Solution Approach and Challenges Best Practice Feedback and Contact
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Reporting Requirement (HR vs. Finance)
Headcount/ Actions Compensation Data
Finance
Numbers frozen (Snapshot)
monthly
Board reporting for headcount
Headcount drives costallocation for Company Code& Cost Centers
HR
Location and Org. hierarchybased analytical reporting
Demographic, attrition rateinfo.
Finance
Analytical reporting based on
company code and cost center
Account for % split acrosscompany code and cost centers
HR
Summarized compensationplanning
Performance reporting
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Agenda
Learning Points The Capital Group Companies, Inc. (CG)
Reporting Requirements of HR and Finance users
BW Solution Approach and Challenges Best Practice Feedback and Contact
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BW Solution Approach : Historical Perspective
Finance HR
Custom database for monthlyheadcount reporting
No link between headcountand actions
No analytical reporting
capability
Manual compensationreporting (allocations andsplits)
Inconsistency with HR reports
PeopleSoft
Operational reporting
Inconsistency with Financereports
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BW Solution Approach : BW Maturity
Earlier BW initiatives Developer created reports
Business dependent on IT
Recent BW initiatives Focus on data set
Business less dependent on IT
Important to include use case scenarios in design
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BW Solution Approach: Employee data
Important to carefully plan and implement employee master data
How many attributes need to be time dependent?
Analyze whether source is sending time delimited records
Data load performance (volume of load and technical reorganization)
Which attributes need to be navigational?
Analyze usage and query performance
Which attributes need to be flagged sensitive?
Analyze usability and performance
Are there back dated corrections?
Analyze impact on data accuracy of employee attributes stored in thecube
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BW Solution Approach: Employee Data Cont..
3)Custom DB
4)ECC 2
1)ECC 1
2)BI
ECCPA008
Extractors
1. ECC (SAP Std. Enhanced)2. BI Internal3. Custom database4. ECC2 (Custom extractor)
Key Facts
1. Plan and review Impact of back datedchanges on accuracy of data.2. Plan and review impact due to sensitivedata
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BW Solution Approach: Employee Data Cont..
Employee Data Reorganization
This BW feature is used to review and mergetime delimited records wherever possible.
Employee data in BW may have data load from
various sources.
The attributes are usually a mix of timedependent and non time dependent attributes.
A new entry is created in the employee master
data in case of a change in one of the timedependent attributes.
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BW Solution Approach: Headcount & Actions
Key Facts1. Current cube is daily drop / reload2. Previous months are frozen2. Separate multi providers for HR and Finance3. Monthly review of data and correction requests
Reporting Challenge
1. Historical reporting due to not assigned nodes
of Org Unit Hierarchy2. Understanding of Data Definition3. International Assignment and Transfers
CurrentCube
Prior MonthCube
Actions Headcount Custom DB
HR Reports Finance Reports
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BW Solution Approach: Compensation Mgmt.
Key Facts
1. Separate multi providers for HR and Finance2. Employee attributes are read and storedwhile loading data into the cube3. Employee attributes are in sync between PAsolution and comp. solution
Reporting challenge
1. Conflict in analytical reporting due to change
in structural authorization2. International Assignment and Transfers3. Understanding of data definition
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BW Solution Approach: Data Correction Requests
Sample Requests Employee Delete requests Future hires need to be manually deleted from thesystem if they decide not to join Headcount/ Action correction requests
This may be necessary for prior month based on monthlyreview between F&A and HR group
Process
Business initiates the request by populating necessaryinformation in a form
IT processes the request and requests validation
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BW Solution Approach: Key Issues Encountered
Legacy data quality Review, prioritize and fix Back dated changes resulting in data correction requests. Aggressive monitoring and process modification to reduceoccurrence BW Accelerator out of Sync Instituted better monitoring and alert mechanism
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BW Solution Approach: Authorizations
Multiple level of authorization implemented. Line of Business, Manager etc. ECC vs. BW authorization Business would like to have consistent end result Security implementation in the two systems will defer due todifferent features Conventional and structural authorization Daily drop and reload of structural authorization
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BW Solution Approach: Sensitive data Impact
Non production system refresh Scrub of sensitive data
Review of BI Team access (for production support)
Select few to have sensitive data access Review of access for System Admin group.
Probably need full access
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Agenda
Learning Points The Capital Group Companies, Inc. (CG)
Reporting Requirements of HR and Finance users
BW Solution Approach and Challenges Best Practice Feedback and Contact
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Best Practice
Identify use scenarios and incorporate those into thedesign. Socialize the proposed solution early on and establishexpectations. Establish a review group to look into concerns and jointapprove change requests. Review the impact due to sensitive data early andallocate resources. Plan for performance test. There may be impact due tosecurity implementation.
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SESSION CODE: 1813
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